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Neville Rodie & Shaw’s NextEra Energy NEE Stock Holding History

Neville Rodie & Shaw’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Sell
169,575
-1,550
-0.9% -$140K 0.96% 30
2026
Q1 		$15.9M Sell
171,125
-2,073
-1% -$184K 1.15% 24
2025
Q4 		$13.9M Sell
173,198
-3,191
-2% -$264K 0.98% 27
2025
Q3 		$13.3M Sell
176,389
-1,302
-0.7% -$95.1K 0.96% 29
2025
Q2 		$12.3M Sell
177,691
-5,950
-3% -$413K 0.92% 31
2025
Q1 		$13M Sell
183,641
-3,740
-2% -$264K 1.02% 29
2024
Q4 		$13.4M Sell
187,381
-840
-0.4% -$65.3K 0.98% 27
2024
Q3 		$15.9M Sell
188,221
-4,570
-2% -$357K 1.17% 23
2024
Q2 		$13.7M Sell
192,791
-12,790
-6% -$907K 1.04% 26
2024
Q1 		$13.1M Sell
205,581
-8,476
-4% -$497K 1% 28
2023
Q4 		$13M Sell
214,057
-6,625
-3% -$378K 1.06% 24
2023
Q3 		$12.6M Sell
220,682
-3,615
-2% -$250K 1.13% 24
2023
Q2 		$16.6M Sell
224,297
-5,760
-3% -$436K 1.43% 20
2023
Q1 		$17.7M Sell
230,057
-5,205
-2% -$400K 1.61% 17
2022
Q4 		$19.7M Sell
235,262
-1,266
-0.5% -$102K 1.85% 12
2022
Q3 		$18.5M Sell
236,528
-3,144
-1% -$267K 1.82% 11
2022
Q2 		$18.6M Sell
239,672
-15,212
-6% -$1.16M 1.66% 13
2022
Q1 		$21.8M Sell
254,884
-10,458
-4% -$838K 1.62% 13
2021
Q4 		$24.8M Sell
265,342
-15,957
-6% -$1.38M 1.76% 12
2021
Q3 		$22.1M Sell
281,299
-6,490
-2% -$523K 1.72% 14
2021
Q2 		$21.1M Sell
287,789
-4,633
-2% -$348K 1.62% 16
2021
Q1 		$22.1M Sell
292,422
-9,474
-3% -$739K 1.83% 13
2020
Q4 		$23.3M Sell
301,896
-16,880
-5% -$1.26M 2.02% 9
2020
Q3 		$22.1M Sell
318,776
-10,640
-3% -$735K 2.09% 10
2020
Q2 		$19.8M Sell
329,416
-6,784
-2% -$406K 2.04% 10
2020
Q1 		$20.2M Sell
336,200
-5,460
-2% -$343K 2.46% 6
2019
Q4 		$20.7M Sell
341,660
-716
-0.2% -$41.8K 2.03% 11
2019
Q3 		$19.9M Sell
342,376
-100
-0% -$5.41K 2.11% 10
2019
Q2 		$17.5M Sell
342,476
-44,352
-11% -$2.18M 1.86% 11
2019
Q1 		$18.7M Sell
386,828
-12,292
-3% -$562K 1.98% 10
2018
Q4 		$17.3M Sell
399,120
-3,800
-0.9% -$166K 2.1% 9
2018
Q3 		$16.9M Sell
402,920
-864
-0.2% -$36.8K 1.67% 12
2018
Q2 		$16.9M Sell
403,784
-9,680
-2% -$391K 1.78% 11
2018
Q1 		$16.9M Sell
413,464
-11,500
-3% -$443K 1.86% 9
2017
Q4 		$16.6M Buy
424,964
+92
+0% +$3.55K 1.75% 7
2017
Q3 		$15.6M Sell
424,872
-26,084
-6% -$956K 1.74% 6
2017
Q2 		$15.8M Sell
450,956
-6,016
-1% -$206K 1.8% 6
2017
Q1 		$14.7M Sell
456,972
-14,192
-3% -$446K 1.68% 8
2016
Q4 		$14.1M Sell
471,164
-7,128
-1% -$213K 1.66% 8
2016
Q3 		$14.6M Sell
478,292
-18,200
-4% -$573K 1.72% 7
2016
Q2 		$16.2M Sell
496,492
-5,400
-1% -$162K 1.94% 7
2016
Q1 		$14.8M Sell
501,892
-7,448
-1% -$209K 1.8% 8
2015
Q4 		$13.2M Sell
509,340
-44,460
-8% -$1.12M 1.59% 10
2015
Q3 		$13.5M Sell
553,800
-21,920
-4% -$557K 1.66% 11
2015
Q2 		$14.1M Sell
575,720
-8,524
-1% -$217K 1.55% 13
2015
Q1 		$15.2M Sell
584,244
-11,920
-2% -$314K 1.58% 11
2014
Q4 		$15.8M Sell
596,164
-10,600
-2% -$268K 1.6% 14
2014
Q3 		$14.2M Sell
606,764
-4,040
-0.7% -$97.6K 1.4% 16
2014
Q2 		$15.6M Sell
610,804
-9,856
-2% -$240K 1.57% 15
2014
Q1 		$14.8M Sell
620,660
-15,000
-2% -$340K 1.61% 16
2013
Q4 		$13.6M Sell
635,660
-19,944
-3% -$420K 1.47% 18
2013
Q3 		$13.1M Sell
655,604
-5,900
-0.9% -$122K 1.53% 15
2013
Q2 		$13.5M Buy
+661,504
New +$13.1M 1.63% 12

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Neville Rodie & Shaw's NEE Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its NextEra Energy (NEE) stake by 0.91% in Q2 2026, selling an estimated $140K and leaving 169,575 shares worth $14.9M. The position accounts for 0.96% of the portfolio, ranked #30.

Neville Rodie & Shaw first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.8M in Q4 2021. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Neville Rodie & Shaw held 169,575 shares of NextEra Energy worth $14.9M as of Q2 2026.
  • Neville Rodie & Shaw sold 1,550 NextEra Energy shares in Q2 2026, an estimated $140K.
  • NextEra Energy made up 0.96% of Neville Rodie & Shaw's portfolio in Q2 2026, its #30 holding.
  • Neville Rodie & Shaw first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's NextEra Energy position peaked at $24.8M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.